Correlation
The correlation between XHYE and BSJP is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
XHYE vs. BSJP
Compare and contrast key facts about BondBloxx US High Yield Energy Sector ETF (XHYE) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
XHYE and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHYE is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Energy Index. It was launched on Feb 15, 2022. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017. Both XHYE and BSJP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHYE or BSJP.
Performance
XHYE vs. BSJP - Performance Comparison
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Key characteristics
XHYE:
0.63
BSJP:
3.81
XHYE:
0.91
BSJP:
6.69
XHYE:
1.14
BSJP:
2.00
XHYE:
0.67
BSJP:
7.35
XHYE:
2.72
BSJP:
55.85
XHYE:
1.58%
BSJP:
0.12%
XHYE:
6.76%
BSJP:
1.75%
XHYE:
-8.87%
BSJP:
-23.58%
XHYE:
-1.79%
BSJP:
0.00%
Returns By Period
In the year-to-date period, XHYE achieves a 0.34% return, which is significantly lower than BSJP's 2.26% return.
XHYE
0.34%
2.19%
-0.71%
4.25%
5.77%
N/A
N/A
BSJP
2.26%
0.50%
2.54%
6.64%
6.18%
5.98%
N/A
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XHYE vs. BSJP - Expense Ratio Comparison
XHYE has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
XHYE vs. BSJP — Risk-Adjusted Performance Rank
XHYE
BSJP
XHYE vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Energy Sector ETF (XHYE) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
XHYE vs. BSJP - Dividend Comparison
XHYE's dividend yield for the trailing twelve months is around 7.32%, more than BSJP's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
XHYE BondBloxx US High Yield Energy Sector ETF | 7.32% | 7.04% | 6.46% | 5.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.82% | 6.25% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
Drawdowns
XHYE vs. BSJP - Drawdown Comparison
The maximum XHYE drawdown since its inception was -8.87%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for XHYE and BSJP.
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Volatility
XHYE vs. BSJP - Volatility Comparison
BondBloxx US High Yield Energy Sector ETF (XHYE) has a higher volatility of 2.18% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.25%. This indicates that XHYE's price experiences larger fluctuations and is considered to be riskier than BSJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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